# JAMES DEAN KERSEY

JAMES DEAN KERSEY is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with CREATIVEONE WEALTH, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVEONE WEALTH, LLC](https://search.stillhousedata.com/firm/281213) | 2024-02-01 | present | Yes |
| [PLANMEMBER SECURITIES CORPORATION](https://search.stillhousedata.com/firm/11869) | 2021-05-26 | 2024-02-02 | — |
| [J. W. COLE ADVISORS, INC.](https://search.stillhousedata.com/firm/112294) | 2019-04-16 | 2021-05-27 | — |
| [GLOBAL FINANCIAL PRIVATE CAPITAL, INC.](https://search.stillhousedata.com/firm/132070) | 2012-11-27 | 2019-04-23 | — |
| [GRADIENT ADVISORS, LLC](https://search.stillhousedata.com/firm/152665) | 2012-03-22 | 2012-11-21 | — |
| [GRADIENT ADVISORS, LLC](https://search.stillhousedata.com/firm/152665) | 2011-01-11 | 2012-02-14 | — |
| [LEGACY ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/111027) | 2003-10-06 | 2003-11-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1011760)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1011760.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.